I am a financial planner based in North Perth, specialising in retirement and retirement planning. I am a sole practitioner meaning I do not employ staff or outsource any work. It means that every step of your advice is handled by a qualified financial planner rather than unnamed administrative support.
I have no ties or links with any financial product and will work hard to ensure that your money is working in your best interest.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
-
Adviser status
Bronze
- Rating
- Number of reviews 2
- First year providing advice 2023
- Years of experience 3
-
Highest qualification
- Graduate Diploma of Financial Planning
-
Language spoken
- English
LMR & Co
50 Eton StNorth Perth, WA 6006
Opening hours
- 8:30am – 4:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Capstone Financial Planning Pty Ltd
AFSL 223135